• Managed a portfolio of over 400+ property management accounts, leading the full sales cycle and enhancing client retention. • Collaborated with cross-functional teams to tailor solutions that met client needs.• Analyzed client feedback and usage data to identify opportunities for upselling and cross-selling.• Prepared detailed proposals and contracts, negotiating terms to align with client needs and company objectives.• Developed and implemented account management strategies… Show more • Managed a portfolio of over 400+ property management accounts, leading the full sales cycle and enhancing client retention. • Collaborated with cross-functional teams to tailor solutions that met client needs.• Analyzed client feedback and usage data to identify opportunities for upselling and cross-selling.• Prepared detailed proposals and contracts, negotiating terms to align with client needs and company objectives.• Developed and implemented account management strategies that streamlined processes and improved efficiency. Show less

• Managed a high volume of customer calls efficiently in a complex and fast paced environment. • Educated clients on options to improve their financial security and achieve their goals. • Answered questions around account balance and guided to appropriate resources. • Worked on a team of 30+ associates to deliver high quality customer service.

• Oversaw the daily operations of the client service department, including taking a high volume of inbound calls daily. • Used consultative sales approach to understand customer needs and recommend relevant solutions.• Achieved high customer service satisfaction ratings through proactive one call resolutions. • Maintained accurate and detailed customer data through CRM tools.

• Assisted in all facets of staff management and development for more than 20 employees, which emphasized customer service and increased morale through individual mentorship and guidance.• Assisted in coordinating and managing more than 20 charitable events generating revenues in excess of $200,000 annually.• Assisted in golf merchandising concessions operations with annual sales of $500,000.• Maintained a state-of-the-art tee sheet and database billing system.• Assisted in… Show more • Assisted in all facets of staff management and development for more than 20 employees, which emphasized customer service and increased morale through individual mentorship and guidance.• Assisted in coordinating and managing more than 20 charitable events generating revenues in excess of $200,000 annually.• Assisted in golf merchandising concessions operations with annual sales of $500,000.• Maintained a state-of-the-art tee sheet and database billing system.• Assisted in teaching more than 100 junior golfers annually through camps and clinics.• Developed and enhanced many personal relationships with community and business leaders. Show less

• Assisted the Senior Vice President Wealth Advisor in daily operations.• Collaboratively worked in a team environment to exceed customer expectations.• Worked with more than 100 clients to ensure complete customer satisfaction.• Ascertained pertinent client information to facilitate better customer service.• Helped clients build, preserve, and manage personal wealth.